Plan Snapshot
- Plan Sponsor: 98point6 INC.
- Sponsor EIN: 473490194
- Sponsor Address: 1329 N 46TH ST, SEATTLE, WA, 98103
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $21.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 25 | $21.7M | $163,752 | $747,449 |
| 2023 | 118 | $23.4M | $563,349 | $2.6M |
| 2022 | 373 | $20.5M | $1.0M | $4.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLARK NUBER P.S. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $22,505 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $26,649 | $26,649 | — | — | — |